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Tag "fiduciary"

‘Fiduciary’ Is The Best Practice 401k Plan Sponsors Can No Longer Ignore

    ‘Fiduciary’ Is The Best Practice 401k Plan Sponsors Can No Longer Ignore

It’s too easy for plan sponsors to get lost in the weeds when dealing with plan minutia. Yes, “the buck stops here” reality can overwhelm many. Delegation is the key. It’s also the Achilles Heel. This is where the magic word emerges.

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7 Opportunities 401k Plan Sponsors Have To Improve Plan Efficiency And Effectiveness

    7 Opportunities 401k Plan Sponsors Have To Improve Plan Efficiency And Effectiveness

This isn’t a compliance audit, it’s an operating efficiency audit. That covers plenty of ground, from technology to benchmarking the value offered by the service provider.

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The Fiduciary Futility Of 401k Fees

    The Fiduciary Futility Of 401k Fees

Oddly, it’s usually the opposite for mutual funds. Actively managed (higher operating cost) funds tend to perform better during market downturns. Passive (lower operating cost) funds, on the other hand, generally perform better during growth markets.

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Investment Menu Basics for 401k Plan Sponsors Seeking To Reduce Their Fiduciary Liability

    Investment Menu Basics for 401k Plan Sponsors Seeking To Reduce Their Fiduciary Liability

If plan sponsors are working with the appropriate plan fiduciary, then an ongoing review of the fund’s performance, fees, and underlying risk should be part of their ongoing process

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The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

    The American Airlines ESG Fiduciary Case Exposed The Problem With Mandated Proxy Voting (And More)

Herein lies the potential for a direct conflict of interest. This applies generally to all proxy voting in commingled portfolios.

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Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

    Does The American Airlines ESG Fiduciary Case Suggest The End Of Active Management?

Since actively managed funds have lagged index funds, does this case put their continued use in ERISA plans at risk?

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Should The American Airlines ESG Fiduciary Case Be Dismissed?

    Should The American Airlines ESG Fiduciary Case Be Dismissed?

On the face of it, American Airlines seemed to follow its documented process. So, what did the company do wrong?

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These Classic Movies (Unknowingly?) Promote The Fiduciary Standard

    These Classic Movies (Unknowingly?) Promote The Fiduciary Standard

It seems like each decade produces a major box office hit that exudes fiduciary. This whole “best interest” thing seems to have caught on in Tinseltown. More recent movies have added a good dose of the “honesty” part of fiduciary.

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I 💖 Fiduciary

    I 💖 Fiduciary

All kidding aside, Valentine’s Day is more than cards, candy, and Cupid. It’s about renewing a vow to treat each other with the highest fiduciary standard.

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401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs

    401k Plan Sponsors Must Be Wary Of Fiduciary Liability Associated With Bitcoin ETFs

Plan sponsors need to think about it in these terms: Does it make sense to have a pork-belly ETF on a 401k investment menu? How about orange futures?

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